Choose a Contact dialog box

Use this dialog box to select a contact or to select the contact from the global contacts list to link to the selected Project Center user, depending on where you accessed it from. Select the contact from the list, then click OK.

The contacts in this dialog box come from the Project Center contacts database.

Selection drop-down

All Contacts

Choose this option to list all contacts in the Project Center contacts database.

Internal Contacts

Choose this option to list all internal contacts (Project Center users).

External Contacts

Choose this option to list all external contacts (non-Project Center users).

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the contact that you are searching for (or the email address, or company), enter at least part of the text in this field. The list updates automatically as you type. For example, if the contact you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only contacts that have the letter m somewhere in one of the columns.

Columns

Refer to the Project Team activity center for column descriptions.

Add Contact

Click to open the Add Contact dialog box to add a new contact to the Project Center contacts database.

 

To access this dialog box

You can access this dialog box in the following ways:

●        Select a user from the Project Center Administration Activity Center Licensing tab that is not linked to a contact in the global contacts list and click Link to Contact from the Tasks panel.

●        Click Main Contact from the Add Company dialog box or the Modify Company dialog box.

●        Click Project Manager or Principal in Charge from the Create a New Project dialog box.

●        Click Author from the Add Comment dialog box.